Mobile App Support

Mobile Home

• Universal Plus Button on the Mobile App
• Two-Step Check-ins
• The Mobile Home Screen
• Check-ins
• Push Notifications

Planner

• Smart Planner
• Using the Planner
• Route Builder from Planner
• Activity List View
• Activity Records
• Smart Suggestions

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Records

• Pinned Fields
• Record View
• Relationships
• Activities Tab
• Record Overview
• Create Company and People Records
• Activity Records
• Deal Records
• Relationships
• Frequencies
• Restorable Records

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Settings

• Offline Capabilities
• Manage Settings
• Settings
• Calendar Sync

Map

• Accessing Record View from the Map
• List View
• Pin Settings and Color Key
• Getting around the Map
• Map Actions
• Filter Records
• Maps Overview
• Modify Map
• Search for Records
• Getting around the Map
• Groups

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Lead Finder

• Add Leads to Records
• Lead Finder Overview
• Find Leads

Bulk Emails

• Setting Up Bulk Email
• Sending Bulk Emails

Routes

• Create Routes
• Run your Route
• Routes Overview
• Edit Routes